See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,369 | $210,648-58.0% | $177,989-50.4% | $145,922-39.4% |
| Participation rate | 16.7% | 80.8%-64.1pp | 77.1%-60.4pp | 80.3%-63.6pp |
| Annual return | 15.30% | 385.86%-370.6pp | 294.48%-279.2pp | 561.29%-546.0pp |
| Employer contribution / active EE | $307 | $4,565-93.3% | $3,949-92.2% | $4,660-93.4% |
| Participant deferral / active EE | $1,376 | $6,958-80.2% | $6,276-78.1% | $6,688-79.4% |
| Admin fee / account holder | $5,840 | $12,013-51.4% | $10,363-43.6% | $13,397-56.4% |